Delayed SEC reports
Compare what managers reported this quarter with last quarter. These reports are delayed.Large US investment managers report many holdings every quarter. We compare the shares they reported this quarter with the prior quarter. The reports arrive late and do not show the exact trade day, trade price, shorts, cash, or the manager’s reason.
13 of 16 managers have a matching row in their newest complete report.
These managers' newest complete report is at least 2 quarters behind the newest period above. They remain available for history, but are kept separate from managers with newer reports.
$72.62 B total reported value across 3140 holdings · 13F-HR · filed Aug 13, 2026 · open SEC report ↗
For the matching rows, compared with Q1 2026, the Q2 2026 report's stock rows show 45 new positions, 65 positions with more shares reported, 105 positions with fewer shares reported, and 64 positions that no longer appear.
Green + ▲ means new or more shares; red + ▼ means fewer shares or no longer listed. The words and dot count repeat the meaning without relying on colour. Fewer shares or no listing does not mean the manager opened a short position.
13F reports can arrive up to 45 days after quarter-end, so this comparison is not proof of when, why, or at what price the manager traded.
Green means the manager reported a new or larger share amount. Red means a smaller amount or the stock was no longer listed. This compares two delayed reports; it does not show the exact trade.
Biggest reported changes — ranked by position value. The bar is the position's size against the largest one shown; the figure under it is the difference in the filed SH or principal amount. Corporate actions are not normalized.
Absent from latest filing — a 13F reports only that the position is absent, not when, why, or for what proceeds it changed. The prior SH or principal amount is printed, but these rows are not ranked because those units are not comparable.
| Position | Value | Filed amount | Change |
|---|---|---|---|
| $43.7 M0.1% of filing | 1,527,297 sh | FEWER SHARES | |
SEC issuerBANK OZK LITTLE ROCK ARK | $40.7 M0.1% of filing |
| 781,897 sh |
| FEWER SHARES |
SEC issuerCREDIT ACCEP CORP MICH | $38.1 M0.1% of filing | 59,766 sh | FEWER SHARES |
| $37.8 M0.1% of filing | 4,323,300 sh | FEWER SHARES |
SEC issuerFIDELITY NATL INFORMATION SV | $36.7 M0.1% of filing | 945,142 sh | FEWER SHARES |
SEC issuerEQUITABLE HLDGS INC | $36.0 M0.0% of filing | 819,900 sh | NEW THIS QUARTER |
| $33.4 M0.0% of filing | 2,218,774 sh | MORE SHARES |
SEC issuerCAPITOL FED FINL INC | $32.3 M0.0% of filing | 3,798,497 sh | FEWER SHARES |
| $31.8 M0.0% of filing | 1,051,283 sh | FEWER SHARES |
| $31.4 M0.0% of filing | 2,150,239 sh | FEWER SHARES |
SEC issuerEQUITY RESIDENTIAL | $31.3 M0.0% of filing | 461,400 sh | FEWER SHARES |
| $30.9 M0.0% of filing | 357,161 sh | FEWER SHARES |
| $25.8 M0.0% of filing | 2,003,000 sh | MORE SHARES |
| $24.9 M0.0% of filing | 397,499 sh | FEWER SHARES |
| $24.7 M0.0% of filing | 6,003,658 sh | MORE SHARES |
SEC issuerSUMITOMO MITSUI FIN GRP INC | $24.1 M0.0% of filing | 1,023,572 sh | FEWER SHARES |
SEC issuerONESPAWORLD HOLDINGS LIMITED | $23.6 M0.0% of filing | 837,028 sh | FEWER SHARES |
| $21.5 M0.0% of filing | 407,540 sh | FEWER SHARES |
| $21.4 M0.0% of filing | 130,900 sh | FEWER SHARES |
| $20.6 M0.0% of filing | 441,800 sh | MORE SHARES |
SEC issuerELBIT SYS LTD | $18.5 M0.0% of filing | 24,340 sh | FEWER SHARES |
| $18.4 M0.0% of filing | 674,807 sh | MORE SHARES |
| $18.0 M0.0% of filing | 885,044 sh | FEWER SHARES |
| $17.8 M0.0% of filing | 733,300 sh | MORE SHARES |
SEC issuerHAVERTY FURNITURE COS INC | $17.4 M0.0% of filing | 679,713 sh | FEWER SHARES |